Member Info for Ross1973

You raise some valid talking points OAPK20, and clearly have a keen interest judging by the depth of the posts, but I sense some bitterness towards the company, is that from the last placing and the change of advisors?

Re Orana I totally agree with that take. Medpal is a phenomenal growth opportunity. Q4 the co has stated it expects Pharma to break even at 80k units p/m which equates to £10m annualized revs, and we are at the beginning and excluding the impact of oral GLPs. An absolute no brainer at a mkt cap of £15m mkt cap for me

Oh come on of what relevance is that. The only warrants in the money are at 1p. If the holder wanted to exercise them now which I extremely doubt they’d need to sell 10m to pay for them. Of the rest (bar 11m at 3p) which sit at 4p what would you want for those to pay for them. Sub 5p its not worth bothering.

As previous posters have claimed there are indeed 135m but only 27m are in the money at 1p and expire 11th Aug 2030. Of the outstanding 11m sit at 3p and the rest at 4p all exercisable up to 11th Aug 2030. So not the 2p warrant headwind here that has been claimed

“Management forecasts pharmacy-level EBITDA breakeven at a combined run rate of 80,000 items per month, expected to be achieved in Q4 2026.”